Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,859 | $95,453+11.9% | $112,040-4.6% | $82,448+29.6% |
| Participation rate | 60.8% | 72.8%-11.9pp | 76.5%-15.7pp | 68.1%-7.2pp |
| Annual return | 13.93% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $1,323 | $2,318-42.9% | $2,954-55.2% | $2,551-48.1% |
| Participant deferral / active EE | $4,294 | $4,224+1.7% | $5,098-15.8% | $4,139+3.7% |
| Admin fee / account holder | $8,018 | $9,013-11.0% | $12,098-33.7% | $7,234+10.8% |